Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Select Projects to Invoice or Approve in Batch Billing

Before you process invoices in Batch Billing, select the projects with invoices that you want to include in the Batch Billing run.

If record-level security is applied to Billing, you can select only projects available for you to bill based on your role.

To select projects with invoices that you want to include in a Batch Billing run:

  1. In the Navigation pane, select Billing > Batch Billing.
  2. In the Billing Session Options dialog box, select the options for the session, such as invoice date, bill-through date or bill-through period, and click OK.
  3. To specify the projects to include in the batch if you do not use invoice approvals:
    1. In the Project Selection section on the Invoice Creation tab of the Batch Billing form, click in the Project Selection field.
    2. At the bottom of the projects list, click Search.
    3. On the New Search dialog box, complete any of the following:
      • To select all projects in the list, click Apply All.

        You are returned to the Invoice Creation form, and you see Records Selected now entered in the Project Selection field.

      • To select only certain projects, select the check box at the beginning of the row for each project and then click Apply Selected.

        You are returned to the Invoice Creation form and you see Records Selected now entered in the Project Selection field.

      • To add search criteria to filter the list of projects on the New Search dialog box, so that you can see and select a subset of projects for the Batch Billing run, click More Search Options on the dialog box.

        Enter search criteria in the shaded grid area added to the top of the dialog box. You can also turn on Advanced Settings at the top of the dialog box for more search options.

      For more information about the New Search dialog box, see New Search Dialog Box and Advanced Search Settings in the Search section of the help.

  4. To specify the projects to include in the batch if you use invoice approvals:
    1. In the Project Selection section on the Invoice Creation tab of the Batch Billing form, select an option for the Include field: All Selected Projects, Only Projects with Approvals Enabled, or Only Projects without Approvals Enabled.
    2. Click in the Project Selection field.
    3. At the bottom of the projects list, click Search.
    4. On the New Search dialog box, complete any of the actions listed in step 3 above to search for and select projects.

Complete the remaining fields and options on the Invoice Creation tab before you click Create Invoices on the actions bar to process and create the batch of invoices.